lead detail view help

[thebleak]

sugar 6

on my lead>edit view
i have a field that was setup as default "email1" for the clients email address..

when i go to lead>detail view
i can not add that field to be displayed.

I'm just trying to get this "email1" system field to also be an option to be displayed on all other pages. can anyone help me?

[jrp918]

Create a custom field in LEADS
c_email0
add the field to your advanced views

You can now create the same EXACT field name for ACCOUNTS, OPPORTUNITIES, ETC... and when you convert the lead it will follow where ever the custom field name is identically matched, remember to add the same field to each advanced views tab for each category required otherwise you wont be ablke to see it.

ACCOUNTS
c_email0

OPPORTUNITIES
c_email0

thats it, I hope that is the direction your question was going, otherwise repost your question with more clarity

Jeff

[thebleak]

every time when i try to make that field the system automatically saves the field name as
c_email0_c


so i am not able to use the email field that was already setup by default

[jrp918]

Hi
You can name it whatever you want to

The system will automatically put a "_c" at the end of your name which simply depicts that it is a custom field within your sugar database.

I was merely suggesting a name so for example if you choose to name it "email0" it will show up in your Mysql or SQL database in the leads_cstm table as "email0_c"

You will want to add this custom field to every view area that you require the information transferred to, LEADS, ACCOUNT, OPPORTUNITIES etc...

You will want to go into your sql database and run an ALTER TABLE command to delete the badly named columns that you have been creating. just to be thorough and keep clean table data

for example
mysql> alter table [table name] drop column [column name];

Hope that helps clarify
Jeff

[thebleak]

I have tried to edit it in the msql db and that didnt work for me... or i didnt under stand completely..



^ see when i create a lead i had to put my own email field on this page. I was not able to select the defult email address field to add to the edit or detailed view of leads.



^see on the options of fields on the left.... the original "email field" aka "email1" or "email_address" is not listed in this section. this is why I am not able to add it to my layouts. Im trying to get that field back in this area as it was before so i can add it to the layout.



^see my custom fields and system fields. the "email1" is on the system fields but still do not show up on the layout options. I need this field to show so i can place it on the layout. if i add a new field "email1" the system will automatically rename the field name to "email1_c"



^see when i convert a lead that email field comes up. Also how can i edit this pages layout or find out how to get that email field on the create leads, edit views... contacts and accounts?

[thebleak]

So I take it that no one knows how to fix this issue... sigh. I will keep looking and if I find something I will post it here.